Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

Rolling over a Roth 401(k) to a Roth IRA preserves tax-free withdrawals and opens more investment options. Contact your plan administrator for a trustee-to-trustee transfer to avoid tax issues ...

Michele Pevide / Getty Images There are a number of reasons to consider a Roth individual retirement account (IRA) rollover, which moves funds from an existing traditional IRA (or another ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

The bipartisan bill seeks to update the notice with “plain and concise language” regarding retirement plan distribution ...

A Roth IRA is a powerful tool if you use it correctly, but no employer match, lower limits, and income restrictions make it a ...

to a Roth IRA. If you opt to roll over your money into an IRA, here are the best brokers for a 401(k) rollover. 3. Rollover and convert to a Roth IRA Another option is to roll over your 401(k ...

potentially retirement. Here’s what you need to know about rolling over a 529 plan to an IRA. Table of Contents Families may be able to roll over money from a 529 plan to a Roth IRA owned by the ...

If you have only recently opened the 529 plan, you’ll need to wait to reach the 15-year threshold before rolling over funds to a Roth IRA. There is a lifetime rollover limit of $35,000.

Are you looking to open a Roth IRA to let your money grow tax-free? Roth IRAs are individual retirement accounts that let you save for retirement with after-tax dollars. Since taxes are paid on ...

A 401(k) rollover to a gold IRA makes it possible for some investors to take advantage of both the long-term benefits of physical gold and the tax-saving perks of an official retirement account.